About the Role
The Senior Commercial Insurance Client Manager- Large Accounts for a national insurance broker’s California operations supports client administration, marketing, and retention of large, complex, and active accounts. This position is part of the real estate division. Specific work with real estate is preferred but not required.
Duties & Responsibilities
- Establish solid client relationships and manage the delivery of services along with answering questions from clients about coverage, billing, and endorsements.
- Identify important client needs as well as cross selling opportunities and effectively communicate those needs to the sales team.
- Coordinate the renewal activity of client accounts like information gathering, rate, pricing negotiations, proposal writing, and communications.
Skills & Experience
- Minimum three (3) years of commercial property and casualty insurance experience in an account management capacity. Broad proficiency with coverages such as general liability, property, auto, and workers compensation. Large account size will vary but must be proficient with at least $100k+ revenue programs.
- Experience handling tactical, client interfacing work to support a book of business (renewal meetings, coverage reviews, marketing, and claims assistance) with service administration (billing, certificates, binders, and so on).
- Active state insurance license.
Job Specs
Location: 100% remote. Must be willing to work Pacific Standard Time hours and travel to Northern CA throughout the year as needed.